|
51
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.99M
|
+$7.99M
|
+157,559
|
New
|
|
|
52
|
BCGM Wealth Management
Lafayette,
Indiana
|
$7.92M
|
+$6.14K
|
+121
|
+0.1%
|
|
|
53
|
Oak Harvest Investment Services
Houston,
Texas
|
$7.88M
|
+$1.26M
|
+24,874
|
+19%
|
|
|
54
|
Franklin Resources
San Mateo,
California
|
$7.6M
|
-$178K
|
-3,500
|
-2%
|
|
|
55
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$7.56M
|
-$2.11M
|
-41,602
|
-22%
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.52M
|
-$582K
|
-11,479
|
-7%
|
|
|
57
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.52M
|
-$582K
|
-11,479
|
-7%
|
|
|
58
|
Salomon & Ludwin
Richmond,
Virginia
|
$7.35M
|
+$7.34M
|
+144,683
|
New
|
|
|
59
|
Opal Wealth Advisors
Jericho,
New York
|
$7.35M
|
+$880K
|
+17,342
|
+14%
|
|
|
60
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.31M
|
-$2.02M
|
-39,855
|
-22%
|
|
|
61
|
PDS Planning
Dublin,
Ohio
|
$7.27M
|
-$255K
|
-5,022
|
-3%
|
|
|
62
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$7.14M
|
–
|
–
|
–
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$6.97M
|
-$556K
|
-10,969
|
-7%
|
|
|
64
|
Transform Wealth
Greenwood Village,
Colorado
|
$6.79M
|
+$3.49M
|
+68,870
|
+106%
|
|
|
65
|
HB Wealth Management
Atlanta,
Georgia
|
$6.65M
|
-$1.06M
|
-20,924
|
-14%
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$6.4M
|
+$501K
|
+9,884
|
+8%
|
|
|
67
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.35M
|
+$757K
|
+14,922
|
+14%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
$6.3M
|
-$52.1K
|
-1,027
|
-0.8%
|
|
|
69
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.02M
|
+$4.99M
|
+98,395
|
+484%
|
|
|
70
|
Elmwood Wealth Management
Berkeley,
California
|
$5.92M
|
+$423K
|
+8,342
|
+8%
|
|
|
71
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$5.72M
|
-$102K
|
-2,006
|
-2%
|
|
|
72
|
IMZ Advisory
Boca Raton,
Florida
|
$5.67M
|
+$1.08M
|
+21,321
|
+24%
|
|
|
73
|
Cooper Financial Group
Irvine,
California
|
$5.63M
|
-$739K
|
-14,562
|
-12%
|
|
|
74
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.54M
|
-$6.91M
|
-136,257
|
-56%
|
|
|
75
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$5.51M
|
-$754K
|
-14,858
|
-12%
|
|
